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Home > Institutional Investor > Winthrop Advisory Group Llc > 13F Holdings

Instuitional Investor - Winthrop Advisory Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,048,904 $174,411,668 10.81%
2.
Ishares Trust
 IEF 199,800 $153,016,978 9.49%
3.
Ishares Tr - MSCI ACWI EX US
 1,431,505 $108,250,368 6.71%
4.
Ishares Trust
 IEF 244,892 $101,906,957 6.32%
5.
Invesco Qqq Tr
 125,022 $92,581,417 5.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.